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Inflation considerations: preparing income portfolios for the next risk
HIGHLIGHTS
- As the world emerges from the coronavirus pandemic, a combination of easy monetary policy, massive fiscal stimulus, a rebounding labor market and rising consumer spending may lead to increased inflation.
- Investors should consider allocating a portion of their portfolios to inflation-sensitive assets that can withstand moderately higher price pressures.
- Our approach includes taking on different risks, such as focusing on credit risk in fixed income and taking on illiquidity risk associated with real assets.
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